Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
January 16, 2004
Has taken a lot of risk on older generation Telcom spending. Have missed their numbers. Prefers others.
Zarlink (ZL-T)
January 16, 2004
Has taken a lot of risk on older generation Telcom spending. Have missed their numbers. Prefers others.
Paul O'Neil
Portfolio Manager, U.S. Equities, KBSH Capital Mngmnt
Price
$5.700
Owned
No
DON'T BUY
DON'T BUY
January 16, 2004
Very expensive concept stock. Too much risk for their liking.
Krispy Kreme (KKD-N)
January 16, 2004
Very expensive concept stock. Too much risk for their liking.
Paul O'Neil
Portfolio Manager, U.S. Equities, KBSH Capital Mngmnt
Price
$35.600
Owned
No
WAIT
WAIT
January 16, 2004
Going up on comments that Telcom's will be spending again. A very highly levered company. Wait for news.
Lucent Technologies (LU-N)
January 16, 2004
Going up on comments that Telcom's will be spending again. A very highly levered company. Wait for news.
Paul O'Neil
Portfolio Manager, U.S. Equities, KBSH Capital Mngmnt
Price
$4.610
Owned
Unknown
TOP PICK
TOP PICK
January 16, 2004
40% of their sales are in Europe so the stronger US$ has been helpful. A growth company. Very diversified. Increasing dividends.
Procter & Gamble (PG-N)
January 16, 2004
40% of their sales are in Europe so the stronger US$ has been helpful. A growth company. Very diversified. Increasing dividends.
Paul O'Neil
Portfolio Manager, U.S. Equities, KBSH Capital Mngmnt
Price
$99.000
Owned
Yes
TOP PICK
TOP PICK
January 16, 2004
Investment banking is back. Very high-margin business. Very attractive Also likes Goldman Sachs, Bear Sterns and Lehman Bros..
Morgan Stanley (MS-N)
January 16, 2004
Investment banking is back. Very high-margin business. Very attractive Also likes Goldman Sachs, Bear Sterns and Lehman Bros..
Paul O'Neil
Portfolio Manager, U.S. Equities, KBSH Capital Mngmnt
Price
$60.430
Owned
Yes
TOP PICK
TOP PICK
January 16, 2004
Number one share of contact lenses solution tied with Bausch & Lomb. Analysts’ estimates are too low, because they can bring their margins up and they have huge sales in Europe.
Number one share of contact lenses solution tied with Bausch & Lomb. Analysts’ estimates are too low, because they can bring their margins up and they have huge sales in Europe.
Paul O'Neil
Portfolio Manager, U.S. Equities, KBSH Capital Mngmnt
Price
$21.170
Owned
Yes
BUY
BUY
January 16, 2004
Investment banking is back. Very high-margin business. Very attractive valuation. Likes Morgan Stanley, Goldman Sachs, Bear Sterns and Lehman Bros.
Goldman Sachs (GS-N)
January 16, 2004
Investment banking is back. Very high-margin business. Very attractive valuation. Likes Morgan Stanley, Goldman Sachs, Bear Sterns and Lehman Bros.
Paul O'Neil
Portfolio Manager, U.S. Equities, KBSH Capital Mngmnt
Price
$100.480
Owned
Unknown